Why LNG Exports Are Expanding Rapidly

Why LNG Exports Are Expanding Rapidly

The natural gas boom associated with expanding tight oil (oil from shale) production has left the US with more natural gas than it can use. This has suppressed prices and made US natural gas highly competitive on the global market. While pipeline exports to Canada and Mexico have increased rapidly, they are still quite small, leaving US suppliers wishing for additional accessible markets. The solution? Liquefied natural gas (LNG) exports.


4 Trends in US Recovered Paper Trade

4 Trends in US Recovered Paper Trade

Trade of paper and paperboard products has been roiled by recent environmental initiatives in China. In January 2018, the Chinese government began enforcing its National Sword policy, which banned imports of recycled paper with contamination (presence of foreign objects) rates over 0.5%. Furthermore, as part of the US-China trade war, China has levied tariffs on recovered paper imports. How has this impacted the US paper recycling industry?


Shoe Production Set for Cross-Border Trek as China’s Labor Costs Rise

Shoe Production Set for Cross-Border Trek as China’s Labor Costs Rise

The US footwear market is heavily dependent on Chinese sourcing; as of 2018, the country accounted for 53% of all footwear imports. While this makes China the largest provider of footwear to the US, China’s market share has been falling from a 2010 peak of 76%.


The Aluminum Industry is Looking Shiny, For Now

The Aluminum Industry is Looking Shiny, For Now

The aluminum industry is looking up. Historically low aluminum prices have finally risen due to the effect of the US government’s tariffs on imported primary aluminum. However, the future of the industry may not be quite so bright if the tariffs are repealed.


Trade War: Will PVC Resin Take a Hit?

Trade War: Will PVC Resin Take a Hit?

Price-competitive globally, US producers of PVC (polyvinyl chloride) found extensive opportunities abroad over the past decade, particularly as China and other developing countries built out their infrastructure. In 2017, China accounted for 11% of US PVC exports. As the Trump administration outlines its tariff plans, China has readied its own. Both countries have added a list of second-tier tariffs – primarily focused on chemicals – to be imposed on a case-by-case basis. Will PVC resin make the cut?


Seeds of Doubt Sprouting Among US Farmers

Seeds of Doubt Sprouting Among US Farmers

As the Trump administration mulls over making changes to the US ethanol mandate and China proposes tariffs on US agricultural imports, US farmers are growing increasingly anxious. Two key field crops may be significantly impacted by the decisions.


Can US Smelters Compete?

Can US Smelters Compete?

US aluminum production is at a historic low. Is this the result of anti-competitive practices by foreign suppliers, or an uncompetitive US industry?


Sweeping Impacts of the Proposed Mexico Import Tax

Sweeping Impacts of the Proposed Mexico Import Tax

On January 26, 2017, the Trump administration suggested a 20% tax on imports from Mexico, in order to fund construction of a wall separating the countries. As Mexico represents the US’ second-largest source of general imports (which includes the value of goods intended for re-export), this begs the question: which US industries and markets could be impacted by a tax on imports from Mexico?